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Kettering Financial Advisory Group, Ltd (Roanoke)


Kettering Financial Advisory Group, Ltd is an adviser based in Roanoke. It manages $51.6 million of regulatory assets for 114 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdiction of Virginia.

Kettering Financial Advisory Group provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Kettering Financial Advisory Group: assets under management

The assets under management (AUM) of Kettering Financial Advisory Group, Ltd is $51.6 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 3% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $51.6 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $452.63 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Kettering Financial Advisory Group, Ltd for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Roanoke

The principal office where Kettering Financial Advisory Group, Ltd performs its advisory services is located at 2121 Electric Road, Roanoke, VA 24018, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 540-772-8200 or by fax 540-772-9502. The normal business hours are 9:00 a.m. to 5:00 p.m. on Monday - Friday.


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